To let users ask Agentforce questions about highlighted text in knowledge articles, configure the Context-Aware Quick Chat Lightning Web Component on your Experience Cloud site. Passing context makes sure your users get in-context questions powered by an Agentforce Service agent. The Agentforce Service agent provides immediate, relevant answers without leaving the page.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Aura and LWR Experience Cloud Sites |
| Available in: Enhanced Chat with the Einstein for Service, Einstein Platform, Community, Community Plus, or Agentforce Service Agent add-on |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses |
| User Permissions Needed | |
|---|---|
| To create an Experience Cloud site: | Create and Set Up Experiences AND View Setup and Configuration |
| To customize or publish an Experience Cloud site: | Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access |
| To create and manage Agentforce Service agents: | Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access |
| To enable digital experiences: | Customize Application |
| To set up this Enhanced Chat: | Customize Application AND Modify Metadata Through Metadata API Function |
Before configuring this component, make sure you have completed the necessary setup steps for Enhanced Chat, the Agentforce Service agent type, and context passing.
- Set Up an Enhanced Chat Channel. See Quickly Set Up Enhanced Chat for Testing or Create Your First Enhanced Chat Channel and Deployment.
- Configure the Agentforce Service agent. See: Set Up Your Agent Deploy the Context Passing Framework.
- Deploy the Context Passing Framework.
- Access to Service Starter components in your component palette.
To configure Quick Chat, make your site more interactive. This lets you ask contextual questions without leaving the page. The component connects to your configured Agentforce Service agent to provide AI-powered, relevant answers. You can set the Lightning Web Component (LWC) properties to align with your site’s needs.
A key feature of this component is its unique display configurations:
- Middle: A modal window that appears in the center of the page.
- Side: A panel that slides out from the side of the page.
- From Setup, in the Quick Find box, enter Digital Experiences , and then select All Sites.
- Click Builder next to your site.
-
In the Components panel, search for and drag the Context-Aware Quick Chat
component onto your page layout.
For a persistent experience, add this to your site's template, for example the footer.
- Select the Context-Aware Quick Chat component on the page to open its property editor.
- Set the Display Mode to either Middle or Side.
- Enter the text for the Ask a Question Label.
- Provide a Default Prompt to appear in the text input field.
- Select or deselect the Enable Text Highlighting checkbox to control the feature.
- Use preview mode to test the functionality.
- Publish your site.